Creating a Message, Step 6: Notes & Tasks

On the Notes & Text page, you can create, edit, and delete notes and tasks for the message.

To create a note

1. Type your note in the New Note field.

2. Click POST.  

To delete a note

• In the Notes section, click Delete of the note.

About tasks  

The Tasks section displays a list of tasks that you chose for all your messages on the List Settings page. A task is classified as one of the following:  

Required: You must complete required tasks before sending the message. If you send the message before a required task is completed, an error message appears.

Reminder: You can send a message before reminder tasks are competed. If you send the message before a reminder task is completed, a message appears reminding you to complete the task.

Optional: You can send the message without completing optional tasks.

Disabled: This task does not appear on the task list.  

To mark a task as completed

• In the Tasks section, click the Done checkbox for the task, then type a date in the Date Completed column.

About Link Alias lists

Link Alias lists show clickthru links in both HTML and text versions of the message. Aliases help you easily identify links in your messages. For example, if you link to the movie home page at www.goodmovies.com, you can give it an alias such as Movie Home Page. This alias shows up in reports.  

To view the HTML Link Aliases list or Text Link Aliases list

• Select the HTML Link Aliases or Text Link Aliases tab.

To create an alias for a link

• Replace the text in the field below the link with the name you want.

Next steps

After you finish with the Notes & Tasks page, click SAVE, then do one of the following:

• Click Back to return to the Text page
• Click SAVE & FINISH to complete your message and return to the View Messages page